Execute work with absolute clarity and control
Every task tracked. Every deadline met. Every team aligned. Upbooks Work Management brings enterprise-grade project tracking to teams of all sizes. From complex multi-department projects to daily task management, keep everyone aligned and accountable.
✓ No credit card required • 14-day free access • Setup in 5 minutes
Powerful capabilities for every team
Everything you need to manage work efficiently — from projects and tasks to boards, timelines, and automation.
Project Management
One place for all your projects. See every project with key details, dates, team members, and status. Search, filter, and organize projects easily.
Task Management
Create tasks with clear ownership, dates, priorities, and dependencies. Use visual boards or detailed lists to track progress.
Kanban Boards
Visual boards with columns (To Do, In Progress, Done). Drag and drop tasks to update status. Perfect for daily standups and team visibility.
Timeline View
See tasks on a calendar with Gantt-style bars. View overlaps, gaps, and deadlines. Switch between time ranges for planning.
Team Collaboration
See who's working on what across teams. Assign tasks, track progress, and maintain clear ownership and accountability.
Starred Projects & Tasks
Mark important projects and tasks as starred for quick access. Filter to focus on what matters most.
File Attachments
Attach files to projects and tasks. Keep briefs, designs, and specs with the work so everything is in one place.
Comments & Discussion
Add comments to tasks. Keep all discussion with the work so nothing is lost in email or chat.
Task Dependencies
Set dependencies so tasks are clearly blocked until others are done. Avoid starting work too early.
Import & Export
Import projects and tasks from CSV. Export data for reporting, planning, or backup. Save time when migrating or setting up.
Custom Fields
Add custom fields to tasks (text, number, date, dropdown). Configure per board to match your business needs.
Board Configuration
Configure columns, statuses, and workflows per board. Create boards from templates for faster setup.
Projects
One place for all your projects
- See every project in one list with key, name, who's in charge, dates, who's working on it, and status
- Use the search box to type part of a project name or details and get matching projects right away
- Mark projects as "starred" so your go-to or active projects are easy to spot
- Each project shows its timeline (start and end dates) so you can spot delays
- Project list shows participants so you know who's involved without opening each project
- Create projects with title, status, client, dates, budget, team members, description, and optional files
- Start faster with ready-made boards when creating a project
- Import projects from a spreadsheet (CSV) so you don't have to type each project by hand
- Export your project list (CSV) for reporting, planning, or backup
- From a project you can switch between Boards, Tasks, Overview, and Timeline views
Why it matters
Keep all your projects organized in one place. Find what you need quickly, see who's working on what, and track progress without switching between tools.
Add & Manage Projects
Create projects with everything you need
- Set title and status (e.g. pipeline, ongoing, completed, cancelled)
- Link to your client list
- Set estimated and actual start/end dates
- Set estimated and actual budget with currency
- Assign team members (participants)
- Add description and optional files (briefs, contracts, specs)
- Mark as "Archived" so old projects stay out of the way but aren't deleted
- Pick a board template when creating a project for faster setup
Why it matters
Create projects with all the details you need from the start. Link to clients, set budgets, assign teams, and attach files so everything is in one place.
Tasks
Visual boards and detailed lists
- Tasks can be shown on boards with columns (e.g. To Do, In Progress, Done)
- Team members can see what's in each stage, move cards by dragging, and update status without opening forms
- Switch to list view to see tasks in a table with assignee, reporter, dates, priority, status, and actions
- Sort and scan many tasks quickly. Good for reporting and finding overdue or high-priority items
- Create tasks with project, optional parent task (for sub-tasks), title, rich summary, status, assignee, reporter, dates, priority, labels, dependencies, and custom fields
- Use parent task so one task can have sub-tasks. Track progress at both parent and sub-task level
- Set "depends on" so a task is clearly blocked until others are done
- Set priority (e.g. high, medium, low) on each task
- Each task has a comments section. Add, edit, and delete comments
- Upload files (documents, images) to a task
- Update tasks without opening forms - click and edit title, status, assignee, reporter, priority, dates, parent task, dependencies, and custom fields
- Move tasks between projects or boards
- Copy the task link and paste it in chat or email
- Mark tasks as starred so your personal "must do" items are easy to find
- Search within tasks and filter by project(s), assignee(s), reporter(s), and starred
- Import tasks from a file (CSV) so you can bulk-create tasks
- Export the task list (CSV) to build reports, share with stakeholders, or use in other tools
Why it matters
Manage tasks the way your team works best. Use visual boards for daily standups or detailed lists for reporting. Keep everything organized with clear ownership and deadlines.
Add Tasks
Create tasks with clear ownership and dates
- Set project and optional parent task (for sub-tasks)
- Add title and rich summary (formatted text)
- Choose status from your board's workflow
- Assign who it's assigned to and who reported it
- Set due date and estimated start/end (and actuals in task view)
- Set priority (e.g. high, medium, low)
- Add labels and "depends on" (other tasks that must be done first)
- Add custom fields (if your board has them), e.g. dropdowns, numbers, dates
Why it matters
Create tasks with all the context needed. Set clear ownership, deadlines, and dependencies so everyone knows what to do and when.
Kanban Boards
Visual boards so everyone sees progress
- Tasks shown on boards with columns (e.g. To Do, In Progress, Done)
- Team members can see what's in each stage
- Move cards by dragging to update status
- Update status without opening forms
- Great for daily standups and keeping work visible
- A project can have more than one board (e.g. "Sprint board," "Backlog," "Client tasks")
- Each board can have its own columns and use so you can separate types of work or teams
- Create boards from templates and optionally link it to a project and client
- Set a board name, color, and optional background image
- Set board privacy (e.g. shared with team vs restricted)
- Configure columns and statuses in board configuration
- Add custom fields to tasks per board
- Move task cards between columns by dragging. Status updates automatically
Why it matters
Visual boards make it easy to see what's happening at a glance. Drag and drop to update status, perfect for daily standups and team visibility.
Board Configuration
Configure columns, statuses, and workflows
- Adjust Settings (name, project, template, client, privacy, theme)
- Manage Columns (add, rename, delete, set colors, reorder)
- Manage Fields (custom fields for tasks on this board)
- Each board can match your process (e.g. "Quote → Design → Approval → Done")
- Define extra fields per board (e.g. text, number, date, yes/no, dropdown, or dynamic list)
- Use custom fields for things like "Phase," "Cost center," or "Client approval"
Why it matters
Configure boards to match your exact process. Set up columns, statuses, and custom fields so the board works the way your team works.
Project Timeline
See tasks on a calendar
- Timeline view shows tasks as bars on a time axis
- See when each task starts and ends, overlaps, and gaps
- Helps with planning and spotting overload or delays
- Choose ranges like "this week," "this month," "current quarter," "full year," or "all"
- Zoom in on the next sprint or zoom out for annual planning
- Search tasks and filter (e.g. by assignee or date) so the timeline shows only what you care about
- Click a task bar to open the task and edit details, assignee, or dates
- Export task data from the timeline for reports or integration with other planning tools
Why it matters
See your work on a timeline to spot conflicts, plan ahead, and ensure deadlines are realistic. Perfect for project planning and resource allocation.
Project Overview
One screen for the project
- Project overview shows widgets (e.g. lists, single values, multi-values, graphs) in slots
- See key numbers, recent tasks, or progress without opening boards or lists
- Gives a quick health check for the project
- Widgets can show lists, single values, multiple values, or graphs
- Highlight "tasks due this week," "overdue count," "by status," or similar
Why it matters
Get a quick overview of project health without diving into details. See key metrics, recent activity, and progress at a glance.
Custom Fields
Add your own fields to tasks
- Define extra fields per board (e.g. text, number, date, yes/no, dropdown, or dynamic list)
- Use them for things like "Phase," "Cost center," or "Client approval"
- Make fields required or optional
- Configure per stage
- Tasks carry the info your business needs
Why it matters
Add custom fields to capture the information that matters to your business. Track phases, cost centers, approvals, or any other data you need.
Workflow Creator
Map how work flows through your process
- Map how tasks move between stages
- Connect stages and define clear paths
- Ensure consistent workflow across your team
- Configure automation triggers based on workflow
- Set up approvals and governance rules
Why it matters
Define workflows that match your process. Ensure everyone follows the same steps and automate repetitive work based on workflow rules.
Your work management workflow, simplified
From project creation to task completion
Create Projects
Set up projects with title, status, client, dates, budget, team members, and description. Import from CSV or create manually.
Add Tasks
Create tasks with assignee, reporter, due dates, priority, labels, and dependencies. Break big work into smaller pieces with sub-tasks.
Track Progress
Use boards, lists, timeline, or overview to track progress. Move tasks between stages, update status, and monitor deadlines.
Complete & Archive
Mark tasks as done, close projects, and archive completed work. Export data for reporting and learn from completed projects.
Results that matter
Measurable impact on your work management
Faster Project Delivery
Teams complete projects 40% faster with better visibility and automation.
Deadline Accuracy
Achieve 95% on-time project completion with proactive SLA management.
Monthly Savings
Save ₹45 lakhs monthly through reduced manual work and better resource allocation.
Business benefits
How Work Management helps your organization
Less time searching
Search and filters (projects, tasks, assignee, starred) help people find the right work quickly.
Clear ownership
Assignee and reporter on every task so everyone knows who does what and who asked for it.
Better planning
Dates, dependencies, and timeline view help you set realistic deadlines and see bottlenecks.
Visibility
Boards and overview give a shared picture of progress so status meetings are shorter and alignment is easier.
Fewer lost details
Comments and attachments keep discussion and files with the task.
Flexible structure
Projects, boards, sub-tasks, and custom fields let you adapt the tool to your process (sales, delivery, support, etc.).
Who Should Use Work Management?
Work Management is ideal for
Marketing teams managing campaigns
Coordinate design, content, and video production across multiple deliverables with tight deadlines and clear ownership.
Development teams tracking sprints
Manage sprints with Kanban boards, track tasks across developers, and maintain visibility of progress and blockers.
Operations teams handling requests
Track service requests, approvals, and workflows with SLA monitoring and automated alerts for deadlines.
Project managers overseeing multiple projects
See all projects in one place, track timelines, manage resources, and report on progress to stakeholders.
Small teams needing simple task management
Get started quickly with project templates, simple boards, and task lists without enterprise complexity.
Growing companies scaling their processes
Import/export capabilities, multiple boards, custom fields, and automation help you scale without starting over.
Pricing Plans for Work Management
Work Management is available starting from the Startup plan. Choose the plan that fits your business needs.
*Prices are exclusive of taxes
Startup
For growing teams
/ Month (Billed annually)
Billed yearly- ✓Everything in Basic
- ✓Leads & Enquiries
- ✓Inventory Management
- ✓HR & Payroll Suite
- ✓Add upto 50 Assets
- ✓Projects & Tasks
- ✓Dynamic Dashboards
- ✓2 Branches
- ✓1 Warehouse
- ✓5 Backups per Month
- ✓Invite upto 3 Teammates
- ✓5 GB Storage Included
- ✓Projects Management App
- ✓Notekeepr By Upbooks™
- ✕Custom Domain
Growth
For enterprises
/ Month (Billed annually)
Billed yearly- ✓Everything in Startup
- ✓Unlimited Clients & Vendors
- ✓Unlimited Leads & Enquiries
- ✓Unlimited Employees
- ✓Unlimited Assets
- ✓Deals & Contracts
- ✓Employee Spends & Reimbursements
- ✓Email Rules & Tracking
- ✓Unlimited Branches
- ✓Unlimited Warehouses
- ✓Invite upto 5 Teammates
- ✓10 GB Storage Included
- ✓Employee Connect App
- ✓Notekeepr By Upbooks™
- ✓Custom Domain
Enterprise
For large organizations
Talk to our team for a tailored plan
Contact SalesWhat's included:
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